How to create a report in Totara
Creating a report in Totara is relatively easy once you understand the basics. There are two types of reports:
- user reports and
- embedded reports.
Site administrators create user reports that can be shared with others. On the other hand, embedded reports are generated automatically by the system. To create a report, site administrators can build one from scratch or modify existing templates.
Although only administrators can build reports, they can assign access to other users, who can run the reports as needed. When creating a report, the report builder interface has the following tabs.
General
In this tab, you can name your report, write a brief description, select the data source (the source of the report data), and set the number of columns to display per page.
Columns
Here, you decide what data to include and how it should be sorted. You can add or remove specific elements based on your needs. For example, a basic report could include the student’s name, test score, and completion date. Of course, you can also create much more sophisticated reports if needed.
Graphs
This tab allows you to add data visualizations to your report. Totara supports various chart types such as column, pie, area, scatter, line, and horizontal bar graphs, making it easier to interpret large datasets.
Filters
Here, you define which filters users can apply when running the report. Well-chosen filters help users explore and analyze the data effectively.
Content
The content tab lets you define how the data is populated in the final report. This is especially useful in larger organizations. For instance, a regional manager might only have access to local data and not data from other regions.
Access
This section determines who can view the report. You can grant access to all users, specific individuals, or designated user groups.
Performance
You can use the Performance tab to manage caching settings if your report involves large datasets. You can schedule caching during low-usage periods to reduce server load and ensure smooth performance.
If you want to learn more about Totara reporting, we highly recommend the following resources:
If you need further assistance or want to ensure your reporting setup is optimized, Skoll is here to help. With over 15 years of experience in Totara solutions, we’re ready to support your needs.
Let’s connect!